Cove Private Wealth »

iShares S&P MidCap 400 Growth shares owned by Cove Private Wealth

Quarter-by-quarter ownership of iShares S&P MidCap 400 Growth (IJK) shares owned by Cove Private Wealth from 13F filings

Historical chart of Cove Private Wealth investment in iShares S&P MidCap 400 Growth

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P MidCap 400 Growth held by Cove Private Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P MidCap 400 Growth by Cove Private Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $316k 3.3k 95.89
2025-06-30 $299k 3.3k 90.98
2025-03-31 $274k 3.3k 83.28
2024-12-31 $263k 2.9k 90.93

More positions owned by Cove Private Wealth

NVIDIA Corporation (NVDA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Alphabet Cap Stk Cl C (GOOG)
JPMorgan Chase & Co. (JPM)
Broadcom (AVGO)
Ishares Tr 0-3 Mnth Treasry (SGOV)
United Parcel Service CL B (UPS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Mastercard Incorporated Cl A (MA)
Home Depot (HD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Visa Com Cl A (V)

View all positions for Cove Private Wealth

Top funds holding iShares S&P MidCap 400 Growth

Morgan Stanley
Wells Fargo & Company
FMR
Goldman Sachs Group
UBS Group
Pnc Financial Services
Raymond James Financial
Envestnet Asset Management
LPL Financial
Financial Engines Advisors L.L.C
D.A. Davidson & Co.
Northwestern Mutual Wealth Management Company
Northern Trust
Ameriprise Financial
Jpmorgan Chase & Co

View all funds holding iShares S&P MidCap 400 Growth